RD
CFA
RD
CFA

Ryan William Davis

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
854 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.8B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.50%
$25M+0.40%

Fees are negotiable and may vary based on factors like the amount of assets managed and the complexity of the engagement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Eleven Times Square, 15th Floor, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Next Capital Management LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Fortigent, LLC
August 2013 - March 2015 · 1 yr 7 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.